Destiny Wealth Partners’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Destiny Wealth Partners’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-68	Closed	-$3.43K	–	468
2022 Q4	$3.43K	Sell	68 -44,593	-100%	-$2.2M	﹤0.01%	596
2022 Q3	$2.04M	Sell	44,661 -191	-0.4%	-$9.92K	0.46%	57
2022 Q2	$2.32M	Sell	44,852 -1,882	-4%	-$103K	0.51%	53
2022 Q1	$2.68M	Buy	46,734 +9,221	+25%	+$518K	0.52%	50
2021 Q4	$2.15M	Buy	37,513 +1,732	+5%	+$98.8K	0.41%	58
2021 Q3	$2M	Sell	35,781 -3,999	-10%	-$232K	0.4%	61
2021 Q2	$2.29M	Buy	39,780 +2,765	+7%	+$161K	0.44%	62
2021 Q1	$2.08M	Buy	37,015 +1,388	+4%	+$76.1K	0.43%	57
2020 Q4	$1.92M	Buy	+35,627	New	+$1.86M	0.4%	56

Other funds holding NFRA

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

NBT Bank Norwich, New York $1.53B AUM 21.16% 1-Year Est. Return

Destiny Wealth Partners's NFRA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q1 2023, closing a stake of 68 shares — an estimated $3.43K sold.

Destiny Wealth Partners first reported a position in NFRA in Q4 2020 and held it in 9 quarters. The position peaked at $2.68M in Q1 2022. 116 funds tracked by Wall St. Rank hold NFRA as of Q1 2023.

Destiny Wealth Partners reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 68 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q1 2023, an estimated $3.43K.
Destiny Wealth Partners first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $2.68M in Q1 2022.
116 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.